Create Your Note Taker AI Assistant Prompt

In this hands-on session, Holly demonstrates how to build an AI "Master Prompt" tailored for an Attorney Development Associate to transform unstructured, fragmented call notes into clean, Bullhorn-ready operational records. It covers how to leverage ChatGPT as a prompt engineer without triggering tool bias, define nuanced persona traits and boundaries for sensitive legal environments, build trigger-based routing for HR and business development opportunities, and establish structured multi-format outputs that eliminate repetitive manual note refinement. Inside: 00:00 - Using ChatGPT to Build Master Prompts (and Bypassing Tool Bias) 00:46 - Defining Agent Personality: Discretion, Empathy, and Efficiency 02:38 - Setting Operational Context for Attorney Development Workflows 04:15 - Scoping Responsibilities: Condensing and Refining Call Notes 06:26 - Establishing Negative Boundaries: Eliminating Bias, Drama, and Guesswork 07:27 - Mapping Bullhorn Architecture: Main Projects vs. Additional Opportunities 09:08 - Implementing Trigger Logic for HR and Business Development Flags 10:20 - Formatting Outputs: Structuring Bullhorn-Ready Records and Mini-Notes 12:00 - Multi-Tier Summaries: Detailed Chronology vs. Quick Bullets 12:35 - Calibrating Tone: Adopting an Objective Third-Party Observer Persona 14:33 - Defining Failure Modes: Avoiding Over-Interpretation and Robotic Phrasing 15:12 - Full Prompt Review: The Custom Operational Notes Refiner in Action 16:56 - Wrap-up & Friday AI Advisory Contact At Friday AI Advisory, we audit your team’s day-to-day workflows, identify where AI can save time and improve efficiency, and show your team how to use it in practice through hands-on training and workshops. 📧 Contact team@fridayaiadvisory.com